All charts and data below are with dividends reinvested. (Inflation adjustment is OFF !)

Total Real Returns

QQQ,QQQI,JEPQ: Total Return Chart (with Dividends Reinvested)

Tue 2024-01-30? to Wed 2026-05-13 YTD
Return
TR
Price
QQQ
×
+16.49%
2026-05-13
16.57 TR
2026-05-13
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
QQQI
×
+10.29%
2026-05-13
1.568 TR
2026-05-13
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
JEPQ
×
+6.91%
2026-05-13
1.826 TR
2026-05-13
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Returns

Tue 2024-01-30? to Wed 2026-05-13 Overall
Return
Exponential
Trendline
QQQ
×
+70.12%
+26.20%/yr
+20.45%/yr
(R2=0.860)
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
QQQI
×
+56.79%
+21.77%/yr
+18.81%/yr
(R2=0.901)
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
JEPQ
×
+47.79%
+18.66%/yr
+16.15%/yr
(R2=0.871)
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Growth of $10,000

Tue 2024-01-30? to Wed 2026-05-13 Start
Value
End
Value
QQQ
×
$10,000.00
2024-01-30
$17,011.84
2026-05-13
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
QQQI
×
$10,000.00
2024-01-30
$15,678.53
2026-05-13
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
JEPQ
×
$10,000.00
2024-01-30
$14,779.41
2026-05-13
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Annual Returns

Year QQQ QQQI JEPQ
2026 (YTD) +16.49% +10.29% +6.91%
2025 +20.77% +18.63% +15.19%
2024 +25.58% +19.84% +24.89%
2023 +54.86% +36.28%
2022 −32.58% −12.89%
2021 +27.42%
2020 +48.62%
2019 +38.96%
2018 −0.13%
2017 +32.66%
2016 +7.10%
2015 +9.44%
2014 +19.18%
2013 +36.63%
2012 +18.11%
2011 +3.38%
2010 +19.91%
2009 +54.70%
2008 −41.73%
2007 +19.03%
2006 +7.14%
2005 +1.58%
2004 +10.52%
2003 +49.67%
2002 −37.37%
2001 −33.34%
2000 −36.11%
1999 +78.95%

Drawdowns

Tue 2024-01-30? to Wed 2026-05-13 Current
Drawdown
Worst
Drawdown
QQQ
×
0.00% −22.77%
2025-04-08
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
QQQI
×
0.00% −20.00%
2025-04-08
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
JEPQ
×
0.00% −20.07%
2025-04-08
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund

Rolling Returns

Period ending Wed 2026-05-13 1
Year
2
Years
3
Years
5
Years
10
Years
QQQ
×
+39.29% +63.08%
+27.72%/yr
+123.79%
+30.76%/yr
+130.62%
+18.19%/yr
+628.15%
+21.96%/yr
Invesco QQQ Trust NASDAQ Exchange-Traded Fund
QQQI
×
+29.14% +49.87%
+22.44%/yr
NEOS Nasdaq 100 High Income ETF NASDAQ Exchange-Traded Fund
JEPQ
×
+27.59% +39.23%
+18.01%/yr
+78.72%
+21.33%/yr
JPMorgan Nasdaq Equity Premium Income ETF NASDAQ Exchange-Traded Fund